Configure the Vista Add-In for Microsoft Outlook

Set up the Vista Add-in for Outlook. The add-in enables you to use Outlook to index emails to Vista records.

  • The Vista Add-in for Outlook must already be installed on your workstation. It can be installed only during the installation of the Vista client.
  • If you opted out of installing the add-in when you first installed Vista on your workstation, uninstall and reinstall Vista, this time including the add-in. For instructions, see Install the Vista Add-in for Microsoft Outlook. If you need assistance reinstalling the Vista client, contact your system administrator.
  • If at any point the system prompts it, restart your computer. This may require repeating certain steps.
After installing the Vista add-in, you must configure Outlook to integrate with Vista.
Through this integration, Vista does the following:
  • Creates and applies indexes to emails and attachments received in Outlook
  • Adds indexed items to data records
  • Uses your search terms to scan the text contained in these items
Note: The Viewpoint menu does not display on new emails that you create in Outlook. This functionality is available only from email messages that you receive in your Inbox.
To configure email integration:
  1. Log on to the workstation with the credentials of the user of the Vista Add-in.
  2. Log in to Vista.
  3. Close Outlook if it is open, and then restart it.
  4. Open the Outlook Options window by going to File > Options > Add-Ins and selecting Add-In Options.
    The Add-in Options window displays.
  5. Select the Vista Login Information tab and enter your Vista user credentials:
    • If you select Use Windows Login, your username appears in the User Name field. Enter your Windows password.
    • If you select Use Trimble ID, the Trimble login page opens. Enter your Trimble ID credentials and wait for the page to close. You do not need to enter anything in the User Name or Password fields on the Add-in Options form.
    • If you select neither option above, enter your system (SQL) credentials in the User Name and Password fields.
  6. In the Server Information section, select the Internet Connection checkbox and enter your server information.
    If needed, contact your system administrator for the correct entries for the Application Server and Access Server URL fields.
  7. Select Apply and OK.
    The Add-in Options window closes.
Vista will now create indexes on emails and attachments, and add these items to the pertinent Vista records. For more information, see Email Integration with Microsoft Outlook.
To take advantage of any new functionality, you must restart each workstation using the Vista Add-in after each new version of Vista is installed on the server.